Potrero Capital Research LLC: 13F holdings
CIK 15366302026Q2
| Positions | 44 |
|---|
| Reported value | $179.9m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 44 (+13 vs prior quarter) |
|---|
| Reported value | $179.9m (+10.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GUARDIAN METAL RES PLC | 629,393 | $8.8m | 4.9% |
| SEAGATE TECHNOLOGY HLDNGS PL | 9,117 | $8.8m | 4.9% |
| GEV GE VERNOVA INC | 7,085 | $8.3m | 4.6% |
| GLW CORNING INC | 31,177 | $8.0m | 4.4% |
| CHURCHILL CAP CORP XI | 450,550 | $7.9m | 4.4% |
| AMBARELLA INC | 86,595 | $7.4m | 4.1% |
| HIMS HIMS & HERS HEALTH INC | 212,944 | $7.4m | 4.1% |
| AEIS ADVANCED ENERGY INDS | 18,592 | $6.9m | 3.9% |
| BL BLACKLINE INC | 238,590 | $6.7m | 3.7% |
| NOK NOKIA CORP | 473,240 | $6.3m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1536630")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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